Odoo 16 Community Book

Configuration Panel

You can go to the Invoice menu to manage the invoices available in the module. Here, you can find a Configuration Panel, which can be used to configure the necessary details for managing an invoice.

You will get options to configure Company Date, Invoice Layout, and Invoice from this panel.

In order to configure your company’s data, you can click on the ‘Let’s Start’ button. This data will appear on the header/footer of the documents that you create in this module. As shown in the image below, you will get a new pop-up window to mention the details of your company.

Provide the Name of the company and its Logo in the given spaces. Under the General Information tab, you can add the details of the Contact, Address, Tax ID, Company ID, Currency, Phone, Mobile, Email, Website, Parent Company, and Company Favicon. Use the ‘Apply’ button once you complete the configuration. These details will be saved in your system as your company’s data.

The configuration of the Company Data is completed. Now, you can customize the look of your invoices using the Customize button available in the Invoice Layout session. You can use the pop-up window shown below to customize the layout of your invoices.

From the given options, you can select suitable Layouts for your invoices. It can be Light, Boxed, Bold, or Stripped. In the given spaces, define the Font, Company Logo, Colors, Layout Background, Company Tagline, and Company Details. Based on the options you select, a preview will be displayed on the right side of the window. After selecting the layout according to your demand, you can click on the Save button. Once you complete the configuration, you can create new Invoices on this platform.